>> euro. >> risk rallies to continue. buy aussie. >> stay short dollar into the fed meeting. >> that's it for us. remember your next chance is sunday afternoon. see you back here. have a great weekend. i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts. they're nuts. they know nothing. >> i always like to say there's a bull market somewhere. >> "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you some money. my job isn't just to entertain but i'm trying to teach you out here. call me at 1-800-743-cnbc. has the market lost its mind? we have so much bad news today they should have been hammered. they should have been crushed. laid to waste. but we closed the day in the

black? the dow closing 15 points, s&p goinging .4, nasdaq up .02? it was unbelievable. it was unfathomable. i'm sure many of you are thinking what the heck is going on with this whacko nut job -- come on. humor me. we have the worst estimate to job creation number in ages. a number that's so disappointing. i mean, just incredible. it took your breath away. out's not a random commerce department figure. some boring purchasing manager's report. some consumer confidence number. it's a big enchilada. the nonfarm payroll report. out's got guac and picante. it's the most important number yet. the one with maximum negative um pact on the stock market when it's been a wee bit disapointing as opposed to missing by a

country mile like today. you have the biggest semiconductor company on earth intel preannouncing a tremendous miss many sales, meaningful decline in gross margins. intel used to be important. let's look at growth wars in tablet and smartphone. the best acting stocks, google, amazon, apple, three-way free-for-all that will lead to shrinking margins, right? put the negatives together and how much should we have been down today considering the rally coming into the session? of course we have to give up yesterday's gains. let's lop off 2% from the s&p. take the nasdaq down by three. isn't it even that way too positive? given that what moved us this week involved actions taken over there in europe, not here in the usa. europe can't trump a negative, the worst possible kind.

no, right? wrong. dead wrong. in what may be the strongest reaction to the unploumt report we barely blinked. mf, the averages spent considerable time in the green. how does that make sense really? i don't want for a moment to hide my amazement about the action today. this morning i did two "today" show hits as they call them. like i hit matt lauer or something. the first was at 7:10 a.m. where i stated we would most likely get a better than expected payroll number because of the adp payroll number. they have real data. the layoffs and the weekly jobless claims. they were all rosy which, to me, meant we had to create at least 10,000 more jobs than the 125,000 forecasted, if not more. second guess me, but the reality is almost every service took them up after the precursors. i did the second hit for the

west coast. that came at 10:01 eastern. that's a nine-minute move up from my first hit. that's mon men e tall, especially the day after the president spoke at the democratic convention. i ate a similar number of crows to those that attacked the school play ground in "the birds." let's not minimize the unemployment rate which went from 8.3% to 8.1%. only in america would fewer than expected jobs talk it down. it's the anemic job growth that matters here. first the federal reserve meets next week. in the bad news is good news story we have to believe the feds got a present for us that might be better for the stock market than a stronger employment number would have been. the fed is potent. when it comes to stocks it can create money. the money spills into someplace and it's spilling into the stock market. that's where you get the big

income. second, as much as we think of ourselves as the center of the financial universe now the important part is europe. we are still bathed in the rosy hugh of actions to save the euro zone, not the gloom of our unemployment. what's great for their banks is good for ours. that combined with the bernanke stimulus actions overwhelms the employment number. the banks were fabulous today. bank of america is leading the market. third, last night the chinese pulled the trigger on some big stimulus projects that should help industrial stocks. i'm talking about roads, sewer systems and subways right up the alley of otis technology or caterpillar, cummins or freeport. did you see them today? we need them backed up with sunday night rate cuts or otherwise, well, stay tuned and i will tell you. as much as we appreciate the

work intel has done over the years the slow death rattle of the pc is starting to speed up. weakness in pcs isn't weakness in technology. it's a secular shift. you can't stop it. the notebook, netbook and ultrabook are key to the growth story at intel. they are losing out to the tablet. it's hurting the pc-based semiconductor company. how much? how about enough to allow apple, amazon and google keep driving higher, not lower. i'm less kshed about the declining personal computer market. the three titans' markets are growing so fast out's anything but zero sum. finally a sub rosa text. no incoming president has beat the rap of high unemployment since fdr. plen have looked at the romney victor now that we have seen the terrible numbers so close to the

elections. romney has something to crow about. that's the most important jobs number the government issues. anything good for romney is good for stocks. romney represents no inkprees in taxes for the rich who own stocks. everybody owns some but the rich, that's what they do. including no higher capital gains or dividend taxes and a regulatory environment that will help the banks and improve the oil and gas industry. didn't those sectors act well today? you put them together and get a worse than expected bernanke next week. change in chinese policy. recognition that intel's problems specific to intel and a revised chance of a gop victory. all of which is a recipe for a stock market that wasn't crushed by a number that does a lot of crushing. bottom line, look. unemployment number, bad for the president. we aren't investing whether it's easier to get a job. we are investing in profits and stabilities for our companies. that actually went up, not down

in the last 24 hours. let's start with john in kentucky. john? >> hey, jim. a boo-yah to you from the home of the merry state racers. >> you're from kentucky. you must be lucky. what's up? >> caller: absolutely. my question is about the brazilian mining company vale. >> yes. >> caller: i know big news broke within the industry about the global news core extrata merger. i want your thoughts on how the news affects the mining industry moving forward. >> i'm glad you called it vah-lay. many people call it vale like jerry vail. give me a break. the charitable trust owns some. iron ore has been down. the stock rallied awe lock with others because people believe the chinese are starting to stimulate. i think vale down for the year can go up for a long time before it gets expensive.

ben in texas. ben. >> caller: hey, jim. student in college station. curious about your take on the november election's effect on the 2013 investment income tax rate and the financial impact on markets, especially with regard to high dividend paying stocks. what do you think, jim? >> matters who gets the house. if the democrats have a big sweep, you will wish you sold more stocks this year because your tax rate is going up and you have to figure the after tax matters on stocks unless you own them in a retirement account. otherwise, look. i never like to do this. as uh say in "real money" don't do things for the tax man. if you have a company that's good, hold on to it even as you may not be able to get a good rate when you go to sell. maybe you shouldn't sell at all because the stock is going higher. another day when the worse was expected but the market took it in stride. disappointing jobs in tech, but the market didn't blink. is the market an idiot?

no. the market is making sense. out's about profits, not about employment reports. "mad money" will be back. >> coming up, your next move. while the market shrugged off bad news today, this is no time to get complacent. out's a jam-packed week ahead. stick around to arm yourself with cramer's game plan before you make your next move. and later, core holding? it's one of the market's top performing stocks after surging over 8,000% in just the past five years. is this sky high rise hit a ceiling or will our need for medical innovation mean this run has just begun? plus, frozen smiles? while averages have soared this year, botox maker allergan stock stalled. could out be ready to give your portfolio a lift? hold still. cramer's exclusive with the ceo is ahead. all coming up on "mad money." ♪ >> announcer: don't miss a second of "mad money."

follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. bob... oh, hey alex. just picking up some, brochures, posters copies of my acceptance speech. great! it's always good to have a backup plan, in case i get hit by a meteor. wow, your hair looks great. didn't realize they did photoshop here. hey, good call on those mugs. can't let 'em see what you're drinking. you know, i'm glad we're both running a nice, clean race. no need to get nasty. here's your "honk if you had an affair with taylor" yard sign.

looks good. [ male announcer ] fedex office. save 50% on banners. i don't have to use gas. i am probably going to the gas station about once a month. drive around town all the time doing errands and never ever have to fill up gas in the city. i very rarely put gas in my chevy volt. last time i was at a gas station was about...i would say... two months ago. the last time i went to the gas station must have been about three months ago. i go to the gas station such a small amount

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now you see we haven't been crushed by the jobs number we can jump into next week. we are held up by the strength of europe off the ecb's action and the anticipation of economically stimulating rate cutting in china. we need more demand of bad news about the job number will be tomorrow's good news. that's why for next week's game plan the most important days are wednesday and thursday when the federal reserve meets. big jam-packed thing here. so you see the lousy unemployment number? it makes it harder that the -- imperative that the fed take action. the market is saying bernanke has to help. i think bernanke does have our

back. it will say once again he's looking out for us. even as the gridlock in washington that's got everyone worried. you can't throw a bridge over the troubled cliffs. this isn't simon and garfunkle. the week starts on sunday, not for football but for china. we get a slew of economic numbers out of china. these numbers should be in keeping with all the other chinese numbers of late. if that means we are going to come in on monday and the numbers disappoint and the chinese didn't cut rates the sellers will come out for all the stocks that did the best today -- coal, iron work, copper, machinery companies. they will come out like clockwork. china gave us good news last night. we need to see a follow-up with rate cuts and more building programs or we are going to take away the big sweet gains. in terms of earnings, on monday

we can forget about facebook for once, please. focus on two ipos that could have made you fortunes. palo alto networks, firewalls and cyber securities and five below, one of the most inventive retailers out there with multiple years of growth ahead. uh told you to get in before they went public in july. if you did so, you did great. five below has more than doubled from the ipo price. even if you bought stock in the after market for once you're up 30%. you have a 68% gain if you got in the ipo. if you couldn't get shares in the deal you're still up 33% if you bought it in the after market. these are the two best deals of the year. they are exceptional companies. i think five below especially has tremendous growth prospects as it's just in 17 states. it has a nationwide idea here. it has its own $5 instead of $1 niche. it doesn't sell cold weather

gear. paloalto gives you cyber security. i think they will both tell us good things. tuesday morning, we hear from united natural foods. what a horse this has been. no ending to the theme of natural foods. just a limited number of players. this could refocus people on haines celestial and whole foods. neither is cheap but i think they go higher over time. mondays tend to be down days because people keep waiting for the chinese to act. we need tome the them to get busy cutting. i suspect we'll be down on monday. uh suggest you use deep in the money strategies to buy hain or whole foods. if they are down and today's losses whole foods came back the other day. unfi's numbers could get them moving. ideas. whole foods january 80 calls or february 65 calls for hain.

not a lot of premium. you get stopped out t at a level higher than the stocks could go if they disappointed. how about wednesday? that's the day when apple is expected to unveil the new iphone. the stock runs into the intros and sold off after them, unless there was something so totally unexpectedly positive that it catches the traders flat-footed. you need to see one of the following. first, the new iphone needs a couple of breathtaking features we can't think of but steve jobs might have thought of before he died. maybe they were on the drawing board but couldn't be done at the tomb. we need some wow factor. we need my girlfriend siri to be more on her game and be able to understand more commands, although getting her to understand my moods is a tough chore. what would cause people to get rid of old phones and switch? do you know jobs is hassled by the need to recharge all the time? he hated it. a phone with an alternative

power supply maybe from the sun. he was smarter than anybody. that would send the stock flying. if it's a better looking phone get ready. we don't trade apple. we invest. it wouldn't hurt if the phone was made with titanium. they break too easily. pier 1 on thursday. it's at a 52 week high going into the best season. do we see the results of the online efforts? could be. some people are worried. here is what i hear. the company ran some end of summer clearance sales. i feel confident the best is ahead for the stock which we recommended at 9 ppt 85 in 2010. it's up a staggering 17,518% from the lows of 11 cents during the great recession. that did better than your paycheck did.

beyond earnings we get the usda trop report. it's a duke and duke situation where people buy or sell deere or potash on every turn. that's what we're going to see again. don't outthink it. we have had rain many the down true. out's likely that things aren't worse meaning more crops could be produced. we don't care. use any weakness to buy monsanto if you're a risk taker or dupont. more seeds will be bought next year. that's what i know. price breaks give you a chance. on wednesday, we'll hear from a supreme court. we'll hear from the german supreme court on the legality of germany's moves to save europe. let's hope the court understands that it would crush the world's economies if it says that germany can't participate in what's known as the periphery bailouts. what do we need from the german supreme court. i'm sure they have wise men over

there. you know, barristers promoted to judge. we need them to get with the outcast program. outlining the manifesto. it's okay to lend them sugar because they are your neighbors. thursday we have the g-20 meeting. it would be terrific to get worldwide pressure on europe. so far we have heard about plans for austerity. a pro growth g-20 would be a siep that europe knows you can't layer on debt. you need a hope of paying it back through increased tax receipts. judging by the fact they didn't cut growth. i don't know how serious the europeans are about a long-term return to stronger economies that create jobs and become competitive. bottom line. after the total nonreaction to the hideous jobs number it's clear the market is counting on the federal reserve to get our economy back on track. that makes thursday the most important day of the week. see what if anything bernanke tends to do about our ridiculous situation. stay with cramer.

>> announcer: coming up, core holding? it's been one of the market's top performing stocks after surging over 8,000% in just the past five years. but is this sky high rise hit a ceiling or will our need for medical innovation mean this run has just begun? and later, frozen smiles? averages have soared this year. botox maker allergan stock has stalled. could it soon be ready to give your portfolio a lift? hold still. cramer's exclusive with the ceo is just ahead. all coming up on "mad money." [ female announcer ] the next generation of investing technology

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the economy needs manufacturing. machines, tools, people making stuff. companies have to invest in making things. infrastructure, construction, production. we need it now more than ever. chevron's putting more than $8 billion dollars

back in the u.s. economy this year. in pipes, cement, steel, jobs, energy. we need to get the wheels turning. i'm proud of that. making real things... for real. ...that make a real difference. ♪ ♪ normally here on "mad money" we like to stay away from the battlegrounds. on wednesday night heaven in the harheels state asked us about qcor. one of the most controversial biotech stocks out there. i decided to take a closer look in order to explain what's going on here. do you know they have had an uncredible run? that's one of the reasons you have heard of out.

i highlighted it as one of the seven best performers since shoed has been on air. do you know it was a 50 cent stock in march of 2005 and now is a $52 stock. penny stock to 52? only a handful of companies have made that traverse. they have run into turbulence. got hammered over the summer falling from 59 in july to 35 at the beginning of august. it slowly worked higher until this week when the stock shot through the roof, soaring nine points to get back to 52 and change. it's been a wild mr. toad's ride. we have to know what will happen next. were the bears right to maul it down to 35 or are the bulls right with the rebound? or has out become the ultimate battleground, a no-win situation where the bulls and bears will fight each other so the best thing to do is avoid the carnage? to understand what's happening, you need to know that it is not your typical controversial

biotech stock. it isn't playing the fdr roulette banking on a risky new drug which is when the bears and bulls don't agree on anything. the company has one drug on the market. a product called actar gel. out's not a new drug that's untried or untested. the rally from 50 cents to 52 dollars on the strength of this single product sounds crazy. that attracts the pears. it makes sense. it's been approved for 19 indications. in other words they have one drug. some people consider it a wonderdrug. it might as well be 19 different drugs. it treats 19 diseases. multiple sclerosis flares, infantile spasms and nef rot tick syndrome, a kidney syndrome. the gel is given to doctors who use it to treat the 19

conditions. the company is testing it on more new indications so out could gain fda approval to treat more diseases. seems like a terrific story to me. what do people hate about it? there have always been short sellers betting against this one. there stull are. 44% of the outstanding shares. that's a figure that says people think this is a joke. for the most part, the shorts were getting their heads handed to them until july. when a bunch of websites started to report rumors about potential competition. that's how it went ta that far in less than a month. if there was competition for the gel, that would be a huge

problem. it's got one thing going. it looks luke the reports that knocked the stock down were nothing more than rumors. in my opinion, we're going to be careful here and call them rumors of questionable legitimacy. the short sellers suggest a generic version of ac the th, a core component of actar gel could hit the market in six to 12 months. several websites have been legging the story out. that's freaking people. i'm not pewing it. how do i know? there is a lot of paperwork involved in bringing a new drug to the market. the average wait time is two years. if there was a competitor on the horizon, the company would have had to file a new drug application a year ago. there are no records i can find of anything active. the analysts who cover the group agree with me. what makes this suspect is the fact that online critics may be

raising false or questionable claims that may not hold up under scrutiny. also pointing to the fact that novartis has a version in europe that's less expensive. they could potentially bring it to the u.s. which would crush questcor's margins. but analysts say they won't do out. why? because for them to go through the studies required for fda approval in the u.s. and marketing expenses it could cost hundreds of millions of dollars, more money than they could recoup from selling the low-priced drug here given it would have only three years of exclusivi exclusivity. the economics don't make sense for me. that's good news for questcore. they're not all idiots. uh looked it up and down. and the gel isn't the same. if someone did have a generic competition, remember, abouthar is approved for 19 different indications. anyone wanting to challenge them has to go through 19 clinical trials.

that's a huge barrier for entry. i don't want to be hard on the shorts here. they bring attention to different situations. a lot of them are convinced it must be a scam. i can see where they are coming from, even if i think they're wrong. they bought the rights to the gel for $100,000 back in 2001. people think, come on, who would sell it to them? can't be worth much. they are expected to do $480 million in sales. the price they paid, they see the big sales force and assume acthar gel is nothing more than pharmaceutical grade snake oil. that's wrong. a big change between 2001 when questcore bought it for a song and now selling it for high prices. many 2010 the gel was grant eee orphan drug status. they treat diseases afflicting small groups of people.

they get incentives to make out worthwhile. because it is an orphan, they can charge an arm and a leg for it. there is no alternative. a single prescription can cost up to $200,000. we got the validation for the bulls, not bears. it was a kick in the teeth for the bears. many short sellers believe it is a scam. questcore said the u.s. government made them eligible for significantly lower medicaid reimbursement and in the past qcor didn't make money on medicaid prescriptions. they paid a 100% of the cost back to uncle sam. now they reinvest for 21.3% of the drug. it went from a drag to being a money maker like that. this could mean an additional $100 million next year for them. and medicaid will pay up. you better believe insurance companies will, too. today we got strong prescription data which sent it up another couple of bucks. doctors like this, too.

sure, it's a battlefield. i'm confident in the bulls here. the growth of questcore's only product is a story. plus, any time we get good news like medicaid news this week questcore will shoot through the roof. the shorts don't seem to have the goods. jack in florida, please. jack. >> caller: hello, jim. >> yeah. >> caller: this is jack in florida. the company i want to talk about is one you introduced last january on your speculative show. >> right. >> caller: the speculation is opj health. >> right. >> caller: i have been following the company. you had the chairman of the board. >> right. >> caller: i'm talking about a lot of stock. >> yes, he buys regularly. >> caller: yes. the last couple of weeks he's

been picking up the stock and the only thing coming up that i can see is november 6 is his earnings report. a lot of smaller reports have come out. the stocks have been staying steady. >> jack, let me tell you. first of all it's a spec. second, he's like heckaman. he's a great investor. i bank with him. this is so speculative. please. i get it constantly on twitter. jim, when is he going to be on? it's a spec. no more than a spec. jim in delaware, jim. >> caller: hey, cramer. how about a eagles boo-yah! >> absolutely. i have my helmet i mistakenly kicked. it agrees with you. i would take eagles over cleveland. >> caller: my question is about astrazeneca.

they are in bed with so many people. amgen, bristol-myers, pfizer. they have a new ceo coming in next month. where will he take the company? >> i never understood. this company is so despised, jim, and i've got to tell you, i think in the end while it doesn't have a lot of growth i don't think out's a bad buy here. just for the record, i like bristol-myers a lot more. questcore may be a battlefield. it's a new product that's just what the doctor ordered. the bulls are onto something and the bears, tough road to hoe. stay with cramer. >> announcer: coming up, frozen smiles? while averages have soared this year, botox maker allergan stock has stalled. but, could it soon be ready to give your portfolio a lift? hold still. cramer's exclusive with the ceo is just ahead. [ male announcer ] what if you had thermal night-vision goggles,

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>> announcer: lightning round is sponsored by td ameritrade. [ bell ringing ] >> it is time. it is time for the lightning round.

you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? time for the lightning round on "mad money." i want to start with mark in virginia. >> caller: boo-yah, jim. >> boo-yah. >> caller: nvda. >> people are worried about the quarter. i'll say don't buy. harriet in ohio. >> caller: boo-yah, jim! from ohio. >> mice to have you on. >> caller: thank you. my stock is badu. >> i'm not recommending chinese stocks. i believe the cyclicals will rally there though. mark in missouri. >> caller: hi, jim. got a question on granger. >> there's a great company. any weakness, i buy it. it's a fantastic company. let's go to bill in california, please. bill. bill? speak to me. >> caller: yes. >> go ahead. you're on. >> caller: big boo-yah from the streets of bakersfield, california. >> i love it.

got a minor league team i once threw out the first pitch. >> caller: i'm losing confidence in northern america tanker. >> i don't blame you. sit on the sidelines here. pete in south carolina. >> caller: boo-yah, jim. i bought bac, bank of america. >> my friend matt does a lot of my accounting. showed me the preferred stock. the bonds, the preferreds are flying. i think you can own it. charles in new jersey. you're up. >> caller: thank you, cramer. there was a stock split with con ed. >> i understand the you tul tis are weaker. use a new entry point, $58. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade.

if september is so difficult why own stocks? that's the question i got the most on twitter other than from people asking for the recipe for my mad tomato sauce. >> i have tomato rash again. >> proceeds to charity from my farm stand. >> this tomato rash isn't going away. i have it bad now. it's wherever my clothes touch my -- skin. you know, contact point. not, here, but like here. [ scratching ] >> stay with cramer. >> cramer, another red cadillac boo-yah to you. >> good twitter movie. good youtube movie of me singing proun eyed girl at red cadillac. ♪ you, my brown-eyed girl

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but we've got to be careful how we get it. design the wells to be safe. thousands of jobs. use the most advanced technology to protect our water. billions in the economy. at chevron, if we can't do it right, we won't do it at all. we've got to think long term. we've got to think long term. ♪ [ "the odd couple" theme playing ] humans. even when we cross our "t"s and dot our "i"s, we still run into problems -- mainly other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't go up due to your first accident, and new car replacement, where if you total your new car, we give you the money for a new one. call... to talk to an insurance expert about everything else that comes standard with our base auto policy. [ tires squeal ] and if you get into an accident

and use one of our certified repair shops, your repairs are guaranteed for life. call... to switch, and you could save hundreds. liberty mutual insurance -- responsibility. what's your policy? oh, hey alex. just picking up some, brochures, posters copies of my acceptance speech. great! it's always good to have a backup plan, in case i get hit by a meteor. wow, your hair looks great. didn't realize they did photoshop here. hey, good call on those mugs. can't let 'em see what you're drinking. you know, i'm glad we're both running a nice, clean race. no need to get nasty. here's your "honk if you had an affair with taylor" yard sign. looks good. [ male announcer ] fedex office. now save 50% on banners.

what do you do with a high quality growth stock when there are fears from the sell side an lusts that growth could be selling. i'm talking about allergan, agn. medical es the et ticks and specialty pharma play that's one of the fastest growing drug companies around. it makes botox, breast implants, eyelash enlargers. it is not just a vanity play. there is a medical side with a big eye care business where they treat dry eye to glaucoma. my fav rut thing is they keep coming up with new uses with old products. for example, they turned botox into a treatment for migraines. plus, allergan has a terrific pipeline. however the bears are worried the revenue growth may be slowing because of increased competition and the valuation. the stock is selling for 18.7

times next year's earnings. i like the issue a lot. i'm thrilled to have the chair man and ceo here on set tonight to talk about how the company is doing and where it is headed. welcome back. >> thank you, jim. thanks for having me. >> out's a funny thing. everyone says it was a terrific quarter, but you guys were the ones, i felt, that were very humble about the quarter. talk about how you were willing -- i mean certainly mr. edwards was to say we had head winds that made it so we weren't able to do what we wanted. >> for the record we are growing 9.5% in constant kurn su year to date. the reason i say constant currency is because all large multinational companies realize the u.s. dollar has appreciated virtually versus every other currency in the world.

that's probably our only issue. underneath it all i give a lot of reawe insurance to the consumer is alive and well. >> it was a split call. people have been worried that botox and the vanity side would be week. that was the strongest and you were willing to go with the inference that the second half will be stronger than the first. >> double reason. we believe the market for neuro module lay tors which means botox and other companies that have come along. that grew double digit despite the economy in q-2 ander mall fillers, juvaderm, grew high single digit miss the united states. why will the second half be better? one of our competitors was taken off the market by an injunction. we are now regaining market share, year over year we should

do better than market growth. 82% market share again in july. >> we spent a lot of time on migraine. i'm starting to see the ads. all these medical ads make it sound like you don't want to take the product. they have a million warnings. but are they driving people to the thousand some migraine specialists you have trained? >> we have both in print branded ads and unbranded ads which talk about the disease awareness about chronic migraine. we have tv ads unbranded as well. in a little way we could say there is a little bit of google

how many minutes do they go through and do they go all the way to find a doctor. we have trained neurologists and there is the link. >> i promised you last time because you said, listen, jim. this is big. this is a big second half story. >> yeah. well, first of all, continual growth on this first indication and neurogenic bladders sounds complicated. this is incontinence related to people having spinal cord injuries. so this would be auto accidents, sports injuries and also people with multiple sclerosis or parkinson's. around the corner in 2013 we should get the approval from fda for the next and bigger indication which is called ideo

pathic bladder which means severe incontinence. that's a huge population relative to the first two. >> we did see a slow down in optics. >> that was a blip. ophthalmology sales year to date was 9.5% in constant currency which is close to our long-term trend of around about 10% growth year over year. >> i mentioned your stock as one of the great growth stocks. i certainly feel better after all the questions. thank you, david pyott. you will hardly ever see it off 52-week high. "mad money" is back after the break. [ male announcer ] at scottrade,

we believe the more you know, the better you trade. so we have ongoing webinars and interactive learning, plus, in-branch seminars at over 500 locations, where our dedicated support teams help you know more so your money can do more. [ rodger ] at scottrade, seven dollar trades are just the start. our teams have the information you want when you need it. it's another reason more investors are saying... ll ] i'm with scottrade.

was there any great news today that caused chipotle to rally more than 24 points? maybe there was better same store sales, new restaurant concept that hit it out of the park? maybe a return to the growth it had before the slow down hit and drove the stock deluge? no, silly. what happened is lululemon reported a terrific number causing the stock to leap eight points on a new high. ulta salon, the fastest growing name in beauty delivered again with a dynamite quarter.

very nice. catapulted the stock to a new high. what else helped? how about the fact of an upgrade of priceline.com, up 17 points. we saw a dramatic slow down in job creation at the same time as the other high growth companies gave you good news. just so we are clear, good news at a yoga retailer, beauty store and online travel company? along with slower growth in the economy curtesy of the employment number can cause a mexican food chain like chipotle to rally. sound crazy? welcome to the nutty world of growth stock investing. where the entire cohort trades together and has a symbiotic form of pin action. it tends to plow away anyone who doesn't have experience playing this momentum game. i talk to you about how high multiple growth stocks are a sector of their own.

the stocks though they are in separate industries because they are bought and sold by the same momentum-chasing money managers. there are buyers who feel em bo boldened to purchase expensive stocks when one gives you good news. especially where the environment is decelerating. i used to hate the stuff at my old hedge fund until, like dr. strangelove, i learned to stop worrying and love the momentum bomb. then uh saw when ulta took off, boom, you have to go spot the green light in lulu. after hours, ulta jumps up six. take lulu if the numbers are good and more importantly go to the derivative, chipotle. i knew i could get ahead of the other guys. the important thing was how they were related by a common thread. out's the buyers, not the companies. often the trick to trading is to spot the pattern of the buyers, not the news of the companies.

tau's key was to recognize good news when it came to lululemon. the apparel maker issued a better than expected number but it gave you a significant earnings boost and allowed strong same store sales numbers. you have to have con vux in the company and yourself to know it is good news. plenty of short sellers tried to make it look ugly as if the good news wasn't good at all. once you saw the turn in lulu's stock you could see it could hold sway. not just that the stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together.

chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer.

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